EquityMultiple makes it easy to link your bank account to your investment account so you can quickly and easily fund your investments. Here's how to do it:
Instantly Add a Bank Account by Logging in to Your Investor Portal
Step 1: Sign into your EquityMultiple account here
If you don't remember your password, please click on "Forgot password?" and follow the steps to reset your password.
Step 2: Once signed in, click on your name on the top blue bar.
Step 3: Click on "My Accounts".
Step 4: Locate the the investment account you’d like to add a bank account to and click “Edit Account”.
Step 5: Click on "Link New Bank Account" to add a new bank account.
Step 6: Select “Instant”.
Step 7: Select your bank from the list of supported banks.
Step 8: Log in to your bank account using your usual login credentials for this bank.
Step 9: Select the account you want to link to your EquityMultiple account from the modal.
Step 10: Accept the terms and conditions.
Step 11: You will see a confirmation message, indicating that you have successfully linked your bank account. You can now start making investments.
Manually Add a Bank Account through Verifying Microdeposits
Step 1: Sign into your EquityMultiple account here
If you don't remember your password, please click on "Forgot password?" and follow the steps to reset your password.
Step 2: Once signed in, click on your name on the top blue bar.
Step 3: Click on "My Accounts".
Step 4: Locate the the investment account you’d like to add a bank account to and click “Edit Account”.
Step 5: Click on "Link New Bank Account" to add a new bank account.
Step 6: Select “Manual”.
Step 7: Enter in bank account information.
Step 8: Click "Submit".
Step 9 EquityMultiple will initiate microdeposits into your bank account, usually within 1-2 business days.
Step 10: Once you see the deposits in your account, log back in to your EquityMultiple account and click on "My Accounts" and then locate the investment account you added your bank account to.
Step 11: Click on "Verify" next to the bank account you just added.
Step 12: Enter the 3-letter code associated with the deposit and click "Submit".
Step 13: You will see a confirmation message, indicating that you have successfully linked your bank account. You can now start making investments.
Troubleshooting Linking a Bank Account
When investors are unable to successfully link a bank, there are a few things we can check for. When a bank does not link successfully, or other errors occur, the issue has the potential to stem from a few causes:
The bank they are attempting to link is not a supported Plaid institution: To check if your bank is a Plaid - accepted institution, please reach out to our Investor Relations team by clicking the chat icon at the bottom-right of the screen,
You have already linked three bank accounts to a given investment account (investors may only link up to three bank accounts per investment account).
In summary, linking a bank account to your EquityMultiple account is a quick and easy process that can be done in just a few minutes. Once your account is linked, you can start investing right away. If you have any questions or need assistance, please contact our Investor Relations team.